Steward Partners Investment Advisory’s Xenia Hotels & Resorts XHR Stock Holding History

Steward Partners Investment Advisory’s Portfolio XHR Stock Details XHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.97K	Hold	200	–	–	﹤0.01%	3939
2025 Q4	$2.83K	Hold	200	–	–	﹤0.01%	3867
2025 Q3	$2.74K	Sell	200 -250	-56%	-$3.4K	﹤0.01%	3838
2025 Q2	$5.66K	Hold	450	–	–	﹤0.01%	3439
2025 Q1	$5.29K	Hold	450	–	–	﹤0.01%	3359
2024 Q4	$6.69K	Hold	450	–	–	﹤0.01%	3263
2024 Q3	$6.65K	Hold	450	–	–	﹤0.01%	3105
2024 Q2	$6.45K	Hold	450	–	–	﹤0.01%	2966
2024 Q1	$6.75K	Hold	450	–	–	﹤0.01%	2955
2023 Q4	$6.13K	Hold	450	–	–	﹤0.01%	2888
2023 Q3	$5.3K	Hold	450	–	–	﹤0.01%	2802
2023 Q2	$5.54K	Hold	450	–	–	﹤0.01%	2764
2023 Q1	$5.89K	Hold	450	–	–	﹤0.01%	2729
2022 Q4	$5.93K	Sell	450 -300	-40%	-$4.46K	﹤0.01%	2711
2022 Q3	$10K	Hold	750	–	–	﹤0.01%	2553
2022 Q2	$11K	Hold	750	–	–	﹤0.01%	2504
2022 Q1	$14K	Sell	750 -1,000	-57%	-$18.3K	﹤0.01%	2536
2021 Q4	$32K	Hold	1,750	–	–	﹤0.01%	2110
2021 Q3	$31K	Hold	1,750	–	–	﹤0.01%	2121
2021 Q2	$33K	Hold	1,750	–	–	﹤0.01%	4033
2021 Q1	$34.1K	Hold	1,750	–	–	﹤0.01%	2194
2020 Q4	$27K	Hold	1,750	–	–	﹤0.01%	1959
2020 Q3	$15K	Sell	1,750 -600	-26%	-$5.3K	﹤0.01%	1995
2020 Q2	$22K	Hold	2,350	–	–	﹤0.01%	1743
2020 Q1	$24K	Hold	2,350	–	–	﹤0.01%	1543
2019 Q4	$50K	Sell	2,350 -100	-4%	-$2.11K	﹤0.01%	1393
2019 Q3	$51K	Buy	2,450 +250	+11%	+$5.24K	﹤0.01%	1341
2019 Q2	$45K	Buy	+2,200	New	+$47.6K	﹤0.01%	1374
2018 Q3	–	Sell	-879	Closed	-$21K	–	2724
2018 Q2	$21K	Hold	879	–	–	﹤0.01%	1457
2018 Q1	$17K	Buy	+879	New	+$18.2K	﹤0.01%	1409
2017 Q2	–	Sell	-103	Closed	-$1K	–	1705
2017 Q1	$1K	Buy	+103	New	+$1.85K	﹤0.01%	1452

Other funds holding XHR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Steward Partners Investment Advisory's XHR Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Xenia Hotels & Resorts (XHR) position steady in Q1 2026 at 200 shares worth $2.97K. The position accounts for ﹤0.01% of the portfolio, ranked #3939.

Steward Partners Investment Advisory first reported a position in XHR in Q1 2017 and has held it in 31 quarters since. The position peaked at $51K in Q3 2019. 273 funds tracked by Wall St. Rank hold XHR as of Q1 2026.

Steward Partners Investment Advisory held 200 shares of Xenia Hotels & Resorts worth $2.97K as of Q1 2026.
Steward Partners Investment Advisory left its Xenia Hotels & Resorts share count unchanged in Q1 2026.
Xenia Hotels & Resorts made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3939 holding.
Steward Partners Investment Advisory first reported a position in Xenia Hotels & Resorts in Q1 2017 and has held it in 31 quarters since.
Steward Partners Investment Advisory's Xenia Hotels & Resorts position peaked at $51K in Q3 2019.
273 funds tracked by Wall St. Rank held Xenia Hotels & Resorts as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.